AO
Advisor OS’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-13,668
| Closed | -$1.04M | – | 247 |
|
2022
Q4 | $1.04M | Sell |
13,668
-2,115
| -13% | -$161K | 0.28% | 88 |
|
2022
Q3 | $1.32M | Buy |
15,783
+669
| +4% | +$55.7K | 0.4% | 52 |
|
2022
Q2 | $1.31M | Buy |
15,114
+3,791
| +33% | +$329K | 0.38% | 53 |
|
2022
Q1 | $1.34M | Buy |
11,323
+3,909
| +53% | +$463K | 0.39% | 62 |
|
2021
Q4 | $832K | Buy |
7,414
+1,340
| +22% | +$150K | 0.17% | 125 |
|
2021
Q3 | $627K | Buy |
6,074
+4
| +0.1% | +$413 | 0.14% | 132 |
|
2021
Q2 | $516K | Buy |
6,070
+1,671
| +38% | +$142K | 0.11% | 141 |
|
2021
Q1 | $330K | Buy |
+4,399
| New | +$330K | 0.07% | 150 |
|